The Wealth@Work Show

In this episode of OUTCOMES, Ross Marino talks with David Wood, High Performance Coach and Founder of Focus.ceo. David, once a consulting actuary with Fortune 100 companies, transitioned to coaching 20 years ago. Ross and David discuss the psychology of modern day distractions and how to succeed despite them, how to double your revenue while simultaneously increasing your free time, and the number one core skill of successful people.

Visit https://www.myfocusgift.com for David’s FREE Double-Your-Revenue Gift Basket.

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In this episode of OUTCOMES, Ross Marino talks with Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennon Agency LLC company. Kathleen discusses the challenges and benefits of selling her practice to partner with Marsh & McLennon, how she chose the right place for her team to go, and what she learned from the process.

Learn more about Compass Financial Partners:
Website
LinkedIn
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Connect with Kathleen Kelly on LinkedIn

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In this episode of OUTCOMES, Ross Marino talks with Fred Barstein, CEO & Founder of TRAU and TPSU, and Consulting Editor for Investment News and RPA Convergence.

In this episode:

• Retirement plan convergence & the transition from accumulation to decumulation
• Defined Contribution (DC) vs Defined Benefit (DB)--what is the plan balance and how will that process work?
• What skill sets do advisors need to facilitate that process?
• Making sacrifices for the sake of participants.
• “The Cautionary Tale of an Innovator”: Will innovative consolidators win?
• Financial wellness is a priority--but what does that really mean?
• Can new advisors compete with larger firms that have the means to be innovative?
• Can advisors survive if they don’t join an aggregator?
• Leveraging technology and outsourcing for success.
• What do cross-selling and convergence really mean?
• Do we need a new type of financial advisor who can market to the young and underserved--not just the wealthy--with technology and lower fees?
• Making the world more mindful.

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In this episode of OUTCOMES, Ross Marino talks with CSi Advisory Services Managing Partner Kristi Baker.

In this episode:

-The early days of the 401(k) world.
-What does CSi Advisory Services do for their clients?
-Why is it important to really connect with your clients?
-What advice would Kristi Baker give a new advisor entering the 401(k) world today?*
-How is CSi combining sponsor focused and participant focused advising?
-The importance of 401(k) advocacy.*
-Technology based interaction vs the importance of the human element through a revenue lens.*
-Working with employers to improve employee financial wellness.
-Technology based interaction vs human interaction through a personal lens.*

Connect with Kristi Baker on LinkedIn

Learn More About CSi Advisory Services
Connect with CSi on LinkedIn

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In this episode of OUTCOMES, Ross Marino talks with Mario Giganti, Senior VP at CAPTRUST.

In this episode:
- How did Mario Giganti successfully change a standing fiduciary business model to better serve his clients.
- What are the benefits of a personal CFO and what makes them “personal wealth ninjas”?
- Should you focus more on wealth, 401(k)s, or both?
- How does Mario Giganti focus on health and personal growth and why is it so important for your retirement and financial future?
- What are the benefits of Time Segmented Returns?
- How should retirees think about their “time horizon” and long-term investment?

Learn more about CAPTRUST:
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Connect with Mario Giganti on LinkedIn

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In this episode of OUTCOMES, Ross talks with Sam Mitchell, President and CEO of Sentinel Benefits and Financial Group. First, hear the inside scoop on what it’s like to be part of the Steering Committee building the 2021 agenda for Wealth@wor(k) 2021 in Nashville. Then hear Sam’s insights on his own practice and where the industry is headed.

What has Sam learned from helping individuals with their short- and long-term needs, including both health benefits and retirement and wealth planning? What is Sam’s prediction regarding the direction fees in 401(k) plans are going? What is his take on 401(k) specialist advisors who do not believe they need to widen their practices to offer more holistic financial planning? How does Sam think advisors can help plan sponsors understand the positive impact they can have if they help with their employee’s financial planning needs? A jam-packed episode of forward-looking discussion and insights!

Learn More About Sentinel Benefits & Financial Group
--LinkedIn
--Twitter

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Learn More About Advisor2X: https://www.advisor2x.com​​​

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In this episode of OUTCOMES, Ross talks with Todd Timmerman, Managing Director of Retirement Plan Analytics.

What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business?

Hear Todd’s take on financial wellness in our industry and what he sees as the most exciting opportunities in the industry today. 

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Deidre Van Nest is a well-known international keynote speaker on the art of presenting to any size audience. Her firm, Crazy Good Talks™, coaches advisors, leaders and sales teams. Whether you are a “talented but not trained” speaker, or someone who lacks confidence speaking in front of a group, this episode will provide you with practical strategies to help you improve.

Where do you start when you need to write an outline for a presentation? What one question should you ask yourself before you start? What is the secret to a strong open? And what is the one magic word your audience needs to hear to immediately become engaged?

Learn more about Crazy Good Talks™:

• Podcast
• LinkedIn
• Twitter

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In this episode of OUTCOMES, Ross talks with Brad Swineheart, Senior Vice President of Business Development at White Glove. Hear how a company that is built on live events not only survived but thrived over the last year.

What three types of approaches to virtual client meetings did White Glove see advisors taking during 2020? Where does Brad see client meetings going in the future? Learn how White Glove provides advisors with both virtual and in-person client meeting support.

Connect With Brad:
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Connect With White Glove:
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Brandon Cutler is a mentor with Financial Elements, a financial wellness solution launched in 2018. Why does Financial Elements call the advisors who work with individuals in 401(k) plans “mentors”? What has surprised Brandon while working with plan participants? As someone on the ground working directly with employees, what does Brandon think the future of financial wellness will look like?

Get some first-hand insight into what types of discussions he has with participants every day and how he manages difficult financial conversations to help you with your own participant conversations!

Financial Elements on Twitter